OUR SOLUTIONS
BrightVine Snapshot
Blackbaud CRM on the go
Snapshot gives Blackbaud CRM users fast, mobile-friendly access to the constituent information they need wherever their work takes them.
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Designed for fundraising teams who are rarely tied to a desk or event managers who are on the go, Snapshot makes it easy to quickly review key CRM information before a meeting, while traveling, at an event, or in the field.
Fundraisers can access the details they need to prepare for conversations, stay informed, and engage constituents with confidence.
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Built specifically for Blackbaud CRM, Snapshot brings essential constituent information into a streamlined experience designed for how fundraising teams work today.
See it in action at the bottom of this page
See what matters, when you need it
Empower Your Fundraisers
Snapshot by BrightVine delivers secure, real-time access to critical donor intelligence directly to your team's mobile devices.
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Maximize meeting outcomes, streamline travel planning, and capture vital relationship steps where and when decisions happen.
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Work Smarter with Your Existing Data
Snapshot isn’t another place for your team to maintain donor data. It gives them a simpler way to work with the Blackbaud CRM information they already rely on.
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Cross-Device Freedom: Access from phone, tablet, or mobile devices.
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Bi-Directional Sync: Update donor details instantly back to Blackbaud CRM.
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Complete Search: Find individuals, households, grous and organizations.
Use CRM data to discover who to visit on a trip and manage it from the road.
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Plan the Journey
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Create trips directly in Snapshot or inside BBCRM.
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Set destination, dates, and purpose
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Include additional fundraisers for collaboration
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Target the Right Prospects
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Search constituents by city, address, or ZIP
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Find prospects near your current location
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Add prospects to a trip from a map or list
Plan Productive Trips
Extend Snapshot to Event Day.
When you're at an event, check guests in via Snapshot, and it automatically syncs to Blackbaud CRM; add walk-in guests and see the critical information you need, like dietary preferences, seating, and more.
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Scan a QR code, and Snapshot will automatically find the registrant, making check-in a breeze. Did a sponsor bring guests who aren't listed in CRM? Easily add their contact info on the fly. Need to make sure a VIP gets the meal or want to visit your major donor prospect? See seating information and guest preferences on your phone.
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After you meet with a guest at the event, use Snapshot to record a quick interaction or note while it's fresh in your mind instead of waiting until you're back in the office. ​
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See it in action
Within Blackbaud CRM™ you determine what search list, smart fields, salutation, constituent codes, etc you want to display in Blackbaud CRM™ Mobile by BrightVine
